IVW
Price
$135.00
Change
+$0.50 (+0.37%)
Updated
Jun 12 closing price
Net Assets
73.23B
Intraday BUY SELL Signals
SFY
Price
$147.23
Change
+$0.59 (+0.40%)
Updated
Jun 12 closing price
Net Assets
662.47M
Intraday BUY SELL Signals
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IVW vs SFY

Header iconIVW vs SFY Comparison
Open Charts IVW vs SFYBanner chart's image
IVW vs SFY Comparison Chart in %
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IVW vs. SFY commentary
Jun 14, 2026

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IVW is a StrongBuy and SFY is a StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IVW has more net assets: 73.2B vs. SFY (662M). SFY has a higher annual dividend yield than IVW: SFY (11.403) vs IVW (9.525). IVW was incepted earlier than SFY: IVW (26 years) vs SFY (7 years). SFY (0.05) has a lower expense ratio than IVW (0.18). IVW has a higher turnover SFY (0.00) vs SFY (0.00).
IVWSFYIVW / SFY
Gain YTD9.52511.40384%
Net Assets73.2B662M11,057%
Total Expense Ratio0.180.05360%
Turnover31.000.00-
Yield0.350.8441%
Fund Existence26 years7 years-
TECHNICAL ANALYSIS
Technical Analysis
IVWSFY
RSI
ODDS (%)
Bearish Trend 2 days ago
81%
Bearish Trend 2 days ago
72%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
90%
Momentum
ODDS (%)
Bearish Trend 2 days ago
79%
Bearish Trend 2 days ago
83%
MACD
ODDS (%)
Bearish Trend 2 days ago
84%
Bearish Trend 2 days ago
79%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
86%
Bullish Trend 2 days ago
86%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
85%
Bullish Trend 2 days ago
85%
Advances
ODDS (%)
Bullish Trend 2 days ago
85%
Bullish Trend 2 days ago
84%
Declines
ODDS (%)
Bearish Trend 4 days ago
77%
Bearish Trend 4 days ago
75%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
90%
Aroon
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
87%
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IVW
Daily Signal:
Gain/Loss:
SFY
Daily Signal:
Gain/Loss:
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IVW and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVW has been closely correlated with NVDA. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVW jumps, then NVDA could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVW
1D Price
Change %
IVW100%
+0.37%
NVDA - IVW
76%
Closely correlated
+0.16%
RVTY - IVW
68%
Closely correlated
-1.83%
LRCX - IVW
68%
Closely correlated
+1.18%
AVGO - IVW
68%
Closely correlated
-0.91%
TER - IVW
63%
Loosely correlated
+5.72%
More